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Kwanza A Harris

Morgan Stanley

Walnut Creek, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-28
TX RA APPROVED_RES 2022-10-27
  • CA RA
    APPROVED
    Since 2022-10-28
  • TX RA
    APPROVED_RES
    Since 2022-10-27

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 03/2019 10/2022
Uber San Francisco CA 01/2019 06/2019
Fedex Express Oakland CA 12/2018 03/2019
Lyft San Francisco CA 01/2018 03/2019
Starbucks El Cerrito CA 05/2017 02/2018
Dept Of Treasury, Irs Oakland CA 12/2000 01/2018
Bank Of America, N.A. Oakland CA 08/2019 10/2022
Morgan Stanley Walnut Creek CA 10/2022 Present
  • 03/2019 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Oakland, CA
  • 01/2019 → 06/2019
    Uber
    San Francisco, CA
  • 12/2018 → 03/2019
    Fedex Express
    Oakland, CA
  • 01/2018 → 03/2019
    Lyft
    San Francisco, CA
  • 05/2017 → 02/2018
    Starbucks
    El Cerrito, CA
  • 12/2000 → 01/2018
    Dept Of Treasury, Irs
    Oakland, CA
  • 08/2019 → 10/2022
    Bank Of America, N.A.
    Oakland, CA
  • 10/2022 → Present
    Morgan Stanley
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-28
  • S66 Uniform Combined State Law Examination
    2019-08-28
Other Names
  • Kwanza Avon Edwards
  • Kwanza Harris

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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